Kirste Plunket
Kirste Plunket is a registered investment advisor at Raymond James & Associates, INC., based in Albuquerque, NM, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
6565 Americas Pkwy NE, Suite 310, Albuquerque, NM, 87110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kirste has a personal/private investment activity since June 2023, dedicating a few hours per week to it. This activity is investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Davis Distributors, LLCBroker
State Registrations20 states
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